Supported Version of Microsoft Dynamics 365 and CRM Online

All Microsoft Dynamics CRM Online implementations are supported for InsideView Refresh installation. However, InsideView Refresh does not support Microsoft Dynamics On-Premises deployments.

Prerequisites

Make sure you have required roles, created a backup of your data as described below and enabled field auditing before your proceed with InsideView Refresh Installation.

Roles Required to Authenticate Access

To install InsideView Refresh, you must have the Microsoft Dynamics System Administrator or System Customizer role who have permissions to read, write and edit the Account entity in the CRM.

Create a Backup of Your Dynamics Instance Data (Optional)

Before installing InsideView Refresh, backup your Dynamics CRM instance data. This is an optional prerequisites. You can back up your CRM data based on your organization's requirement. The Dynamics system back up runs on a daily basis.

Start Field Auditing for an Organization (account) in Dynamics CRM

You must read the Microsoft's online documentation to back up the account entity and its fields. This task requires the system administrator or customizer role or equivalent permissions. This is an optional prerequisite.

Go to Settings > System >Administration.

In the Administration page, choose System Settings.

In the System Settings page, click on the Auditing tab, select the Start Auditing check box to start auditing and click Ok.

For complete list of Entities and their Audit states, click the Entity and Field Audit Settings link in the Auditing tab.

In the Audit Information page, double-click on the Account entity.

In the Account entity page, scroll down and select the Auditing check box to enable field auditing for account entity.

Note: By default, all fields for account entity are enabled for auditing. Click the Fields tab in the left pane to enable or disable specific fields for auditing.

Click Save and then click Publish.

Add InsideView Refresh Account Details

Once you have the CRM Organization ID, share that ID with your InsideView’s customer success manager (CSM). CSMs need this information to provision your InsideView Refresh account. They will also assign your contract start date and rate plan that you have purchased.

Share the Salesforce or Microsoft Dynamics CRM’s Organization ID to which your InsideView Account ID must be mapped.

Note: A unique InsideView Account ID is assigned to your account automatically in the application and your CSM will have it.

Important Notes:

For Salesforce CRM Org ID, go to Setup> Company Profile> Company Information and copy the 15 digit org ID. Whenever the CSM enters a 15 digit ID, our current system accepts the 15 digits and converts it to an 18 digit Org ID internally.

For Microsoft Dynamics CRM Org ID, sign in to your CRM instance and go to Settings > Customizations > Developer Resources, then search for the ID of your CRM instance as illustrated below:

Copy the Org ID from Microsoft Dynamics CRM and change it to upper case characters and enclose it with curly braces. An Org ID for Microsoft Dynamics CRM in InsideView Refresh typically uses this format: {60D1B2FA-FAD6-43C9-B2FD-12610BB15190}.